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PRINCIPAL FINANCIAL GROUP INC: LCAP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRINCIPAL FINANCIAL GROUP INC on LCAP, newest first. How the timeline and the estimate are built.

PRINCIPAL FINANCIAL GROUP INC held 54,366,092 LCAP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,366,092 shares
    Change vs previous 13F +46,645,067 shares

    0.85% of the 13F portfolio, value $1,803,405,652.

    13F-HR 0001126328-26-000178 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 5,804,126 shares
    • PRINCIPAL FINANCIAL GROUP INC: 48,561,966 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,721,025 shares
    Change vs previous 13F +1,683,457 shares

    0.12% of the 13F portfolio, value $223,832,515.

    13F-HR 0000012600-26-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 4,819,169 shares
    • PRINCIPAL FINANCIAL GROUP INC: 2,901,856 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,037,568 shares
    Change vs previous 13F +4,836,098 shares

    0.09% of the 13F portfolio, value $178,349,793.

    13F-HR 0001126328-26-000011 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 2,939,281 shares
    • PRINCIPAL FINANCIAL GROUP INC: 3,098,287 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,201,470 shares
    Change vs previous 13F +401,445 shares

    0.02% of the 13F portfolio, value $34,851,058.

    13F-HR 0000012600-25-000011 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 803,223 shares
    • PRINCIPAL FINANCIAL GROUP INC: 398,247 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 800,025 shares
    Change vs previous 13F +401,778 shares

    0.01% of the 13F portfolio, value $21,469,702.

    13F-HR 0000012600-25-000009 filed by PRINCIPAL SECURITIES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • PRINCIPAL SECURITIES, INC.: 401,778 shares
    • PRINCIPAL FINANCIAL GROUP INC: 398,247 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 398,247 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,824,753.

    13F-HR 0001085146-25-002396 filed by PRINCIPAL FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).